+2,207.9%
TRGP vs VRSN
+857.5%
+1,350.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.8% | +2.8% |
| 7D | -0.6% | -2.1% | +1.5% | +0.2% |
| 30D | +14.6% | -3.9% | +18.5% | +16.1% |
| 3M | +11.9% | -0.1% | +12.1% | +11.1% |
| 6M | +25.3% | +16.4% | +8.9% | +16.1% |
| YTD | +61.9% | +17.2% | +44.6% | +48.6% |
| 1Y | +87.3% | +1.0% | +86.3% | +82.7% |
| 3Y | +268.0% | +39.1% | +228.9% | +205.2% |
| 5Y | +638.2% | +29.0% | +609.2% | +519.1% |
| 10Y | +821.9% | +275.8% | +546.1% | +407.7% |
| All | +2,207.9% | +857.5% | +1,350.5% | +776.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling